Redmont Wealth Advisors offers personalized financial advice and investment management to help clients achieve their financial goals. They create customized investment strategies based on each client's individual needs, risk tolerance, and time horizon. Redmont generally manages assets on a discretionary basis, investing in listed equities, fixed income, mutual funds, and ETFs. They also provide financial planning services on a limited basis.
Assets Under Management$240M
Clients32
Advisors1
Avg. per Client$7.4M
Avg. per Advisor$240M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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